What would it cost you to choose the wrong advisor?
You're about to hand someone your money and pay them every year, often for decades. The wrong choice can cost far more than you think. Here's the math for you.
See what's at stake
Move the sliders to match your situation.
Assumes 6% yearly growth before fees. "A fee 0.5% too high" compares your fee with one 0.5% lower. Illustration only, not a projection.
A single vehicle history report, to protect a purchase of a few thousand dollars.
A typical home inspection before the biggest purchase most people make.
The full record on the advisor and their firm, before you sign anything.
Start the relationship with the full picture.
Most advisors welcome questions. A report gives you the right ones, so you can choose with confidence and get more out of your first meeting.
Starting from a bio
- You rely on a referral, a website or a first impression
- Fees and how the firm is paid take time to piece together
- Who owns the firm is hard to see
- Comparing two advisors means starting from scratch
Starting from the record
- Their career, licenses and record, explained in plain English
- Your fee in dollars, and every other way the firm is paid
- Who owns the firm
- Good questions to bring to your first meeting
One-time price. No subscription.
Pay once per report. Find the advisor first, then unlock their report from the page.
Essential
The advisor's full record and their firm's full report.
- Disclosure check: every complaint, action and termination, explained
- Firm disciplinary history
- Full career history & licenses
- Firm report: fees, conflicts, who owns the company, strategy & clients
- Questions to ask · private link by email
Advanced
The complete picture, for a decision this size.
- Everything in Essential, plus:
- SEC enforcement action search
- Federal court case search in the states they have worked
- Each result checked by name, middle initial and state
Each additional advisor
Interviewing more than one? Check the others too.
- The same level as your first report
- Every report on one private link
- Side-by-side comparison
Before you buy
Isn't this information free on the SEC's website?
The raw filings are public, spread across dense forms and PDFs written for regulators. We pull them together, explain them in plain English, and give you the questions to ask. Most people never get through a Form ADV. Your report takes minutes to read.
What if you can't find the person I'm looking for?
You'll know before you pay: the free search confirms the record exists. If anything goes wrong after purchase, we refund you in full.
Can I use a report to screen job applicants or tenants?
No. Reports are for personal research when choosing or reviewing an advisor, and may not be used for decisions about employment, credit, insurance or housing.